Filed November 14, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,508 | $58,851+4.5% | $115,157-46.6% | $72,985-15.7% |
| Participation rate | 73.8% | 65.5%+8.3pp | 75.9%-2.1pp | 69.5%+4.4pp |
| Annual return | 25.47% | 23.16%+2.3pp | 35.60%-10.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,514 | $1,798-15.8% | $3,179-52.4% | $2,440-37.9% |
| Participant deferral / active EE | $1,898 | $2,643-28.2% | $4,168-54.5% | $3,607-47.4% |
| Admin fee / account holder | $2,828 | $6,370-55.6% | $7,088-60.1% | $5,124-44.8% |